NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹13.50
1.56%
NAV as on 19 Nov 24, 12:00 AM
very high risk
small cap
equity
NAV as on 19 Nov 24, 12:00 AM
very high risk
small cap
equity
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
37.52%p.a.
Since Inception
About Motilal Oswal Small Cap Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Motilal Oswal Small Cap Fund Growth scheme from Motilal Oswal Asset Management Company Limited - Portfolio Managers. It is a Small-Cap mutual fund scheme that predominantly invests in Small-Cap stocks of companies. Launched on Dec 2023, Motilal Oswal Small Cap Fund Growth is Small-Cap fund of its category with 2,832.08 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Small-Cap funds.
- Motilal Oswal Small Cap Fund Growth delivered 0.0% annual returns during the last year. It has delivered 37.5% average annual returns since the fund was launched.
- Motilal Oswal Small Cap Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
To generate capital appreciation by investing predominantly in Small Cap stocks. However, there can be no assurance that the investment objective of the scheme will be realized.
Top 10 Holdings
VA Tech Wabag Ltd
4.68%
V-Guard Industries Ltd
3.53%
Vijaya Diagnostic Centre Ltd
3.38%
Karur Vysya Bank Ltd
3.36%
Styrenix Performance Materials Ltd
3.29%
V-Mart Retail Ltd
3.20%
Pricol Ltd
3.15%
CCL Products (India) Ltd
2.96%
Shaily Engineering Plastics Ltd
2.94%
Rainbow Childrens Medicare Ltd
2.91%
Fund Managers
- Ajay Khandelwal (Dec 2023 - Present)
- Niket Shah (Dec 2023 - Present)
- Santosh Singh (Oct 2024 - Present)
- Rakesh Shetty (Dec 2023 - Present)
- Sunil Sawant (Jul 2024 - Present)
Key Information
View Scheme Document
Motilal Oswal Small Cap Fund Growth SIP Calculator
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NRI Mutual Fund Tax on Motilal Oswal Small Cap Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Motilal Oswal Small Cap Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Motilal Oswal Small Cap Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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26.0%
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21.8%
SBI Small Cap Fund Plan Growth
very high risk | equity
17.8%
Frequently Asked Questions
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